CHARLES SCHWAB

Thun Financial Advisors, based in Shorewood Hills, Village of, WI, is a leading international wealth management firm specializing in serving American expats and cross-border families in over 90 countries. With over $245 billion in combined assets under management advisement as of July 1, 2023, their team of cross-border wealth managers offers expertise in investment management, financial planning, and strategic tax planning tailored to the unique needs of clients living and working abroad. Through their planning-led approach, Thun Financial Advisors helps expats optimize their investments, navigate complex tax laws, and ensure compliance with U.S. regulations. Their services cover a range of financial aspects, including currency risk management, retirement planning, international tax planning, and estate planning for U.S. citizens living abroad, providing comprehensive support to help clients achieve their long-term financial goals while abroad.Generated from the website

H&R Block, situated in Madison, WI, is a reputable establishment renowned for its expertise in tax preparation and financial services. Their primary objective is to aid individuals and small businesses in efficiently navigating their tax responsibilities. By employing certified tax professionals, they provide tailored assistance to ensure accuracy and compliance with ever-changing tax regulations. Not only does H&R Block offer personalized support, but they also furnish clients with digital tools and resources for a seamless online tax filing experience. In addition to tax preparation, they extend their services to encompass tax consultation, refund management, and guidance on handling IRS inquiries. Their holistic approach to client support strives to simplify tax management, empowering individuals and businesses to handle financial obligations with ease. Generated using this brand's available information